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Strategic Advisers LLC CRD 104555
$1.37T regulatory AUM 17,518 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 01/2014 | 08/2018 |
| Cri Securities, Llc | St Paul | MN | 01/2014 | 08/2018 |
| North Star Consultants, Inc | Minneapolis | MN | 01/2014 | 08/2018 |
| Minnesota Life Insurance Company | St Paul | MN | 01/2014 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | 03/2019 |
| Advisornet Wealth Management | Minneapolis | MN | 05/2019 | 02/2020 |
| Lurie Wealth Advisors | Minneapolis | MN | 05/2019 | 02/2020 |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 03/2020 | 02/2021 |
| Lpl Financial, Llc | Bloomington | MN | 02/2021 | 07/2023 |
| Guzek Asset Management, Inc. | Bloomington | MN | 02/2021 | 07/2023 |
| Fidelity Investments | Minnetonka | MN | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-23 |
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